Skip to Main Content

Job Title


Senior Officer


Company : Max Life Insurance


Location : Dhanbad,


Created : 2026-04-17


Job Type : Full Time


Job Description

Job Description Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. Key Responsibilities Maintain Customer Relationship - Build sustainable relationships and trust with customer via open and interactive communication - Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc as decided per the business plan - Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc) - Perform annual protection review calls as per the timelines Campaign Calling - Perform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request Calls - Keep records of customer interactions and ensuring timely processing of client service request - Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution - Provide accurate, valid and complete information by using the right methods/tools - Ensuring business hygiene by controlling vectors like 13 th month persistency, incident rate and free-looking etc Essential Qualifications Graduate Good to Have Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required - Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers Role: Branch Sales Executive Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate